This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CERITY PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 12, 2022

First registration

Mar 27, 2025

Dual registered

no

Other names

WARREN BROOKS WILLIAMSON

IAPD individual key

5936771

• Occurred

  May 2, 2025
  Advisor changed firm

  Warren Brooks Williamson left Bofa Securities, Inc. for Cerity Partners Llc (registered 2025-10-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:110e93de-2a2c-ddc3-8a6b-55313a83e43c

First observed

Mar 27, 2025

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.